A Clear Guide to Using Both in List Builder
When building audiences in Invelo List Builder, you’ll encounter two powerful features: Presets and Indicators. While they may appear similar at first glance, they serve distinct purposes and work best when used together.
What Are Presets?
Presets are pre-configured filter sets built to target specific types of leads. Each preset includes a bundle of filters defined by our team and aligned with industry-ready strategies.
Key points:
-
Load a preset from the dropdown, and the associated filters appear instantly.
-
Designed for repeatable, high-performing searches (e.g., Absentee Owners, High Equity, Vacant).
-
Ideal when you want to save time or standardize list creation across your team.
-
Presets won’t automatically update results unless “Auto-Add” is enabled or you rerun the search.
What Are Indicators?
Indicators are data signals that identify property traits or owner behaviors linked to motivations such as owner-occupied status, vacancy, or pre-foreclosure.
Key points:
-
Indicators are system-driven and reflect changes in property/owner data in real time.
-
Use indicators to stack multiple signals and refine your targeting (e.g., Vacant + Absentee owned).
-
They highlight motivated-seller signals but don’t replace filters—they complement them.
Presets vs. Indicators — Key Differences
| Feature | Presets | Indicators |
|---|---|---|
| Purpose | Pre-built filter sets | Data signals or traits indicating motivation |
| Created by | You (loading/saving presets) | System based on property & owner data |
| Automatically update the search | No (unless you rerun or enable automation) | Yes, when data changes |
| Best use case | Quickly apply a proven strategy | Layer insight to find highly motivated leads |
How They Work Together
To build smart, efficient lists:
-
Select a Preset to define your core search criteria (location + property type + ownership filters).
-
Then apply or stack Indicators to elevate the list—focus on properties showing motivation signals.
-
Consider saving the combination as a new preset for repeat use.
This blend lets you build targeted audiences fast while maintaining precision and relevance.
Best Practice
-
Start with high-quality presets to standardize your workflow.
-
Use indicators to zoom in on the most motivated properties.
-
Review and update your saved presets and indicators as your market or strategy changes.